Windsor Financial Planning Ltd

Independent Financial Adviser  Windsor F P, Torfaen, NP449DJ
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FCA authorised
Last authorised 8th August 2022
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Richard J Lee FPFS, BSc (Hons)
Chartered Financial Planner / Director
About us

In 2020 voted as one of the UK's top Financial Advisers in The Times newspaper. I'm a Chartered Financial Planner and Final Salary Pension Specialist, meaning I am one of the few advisers in the UK qualified to advise on all pension schemes.

I help company directors, self employed and individuals on all aspects of their personal financial planning needs, most commonly investment, tax, insurance and retirement planning.

I can make your life easier by helping you plan your finances efficiently and cost effectively.

Our services

Why Choose Me?

- Chartered Financial Planner & Fellow of the Chartered Insurance Institute (the highest qualification attainable, fewer than 4% of UK advisers have achieved this standard).
- Independent - research and recommend from the whole of the market.
- Discounted access to Investments and Products.
- Fixed Fees.
- Introductory Meeting at my Expense with No Obligation to Proceed.
- Cashflow Modelling.
- Local and Reliable – Personal Service.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Windsor F P, Torfaen, SA12 6BX

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